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Doyle Wealth Management’s McDonald's MCD Stock Holding History

Doyle Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$16.5M Sell
71,303
-515
-0.7% -$132K 1.41% 23
2022
Q2 		$17.7M Buy
71,818
+381
+0.5% +$93.8K 1.43% 22
2022
Q1 		$17.7M Buy
71,437
+1,488
+2% +$371K 1.27% 29
2021
Q4 		$18.8M Buy
69,949
+851
+1% +$215K 1.35% 27
2021
Q3 		$16.7M Buy
69,098
+1,187
+2% +$283K 1.32% 29
2021
Q2 		$15.7M Buy
67,911
+5,321
+9% +$1.24M 1.3% 30
2021
Q1 		$14M Buy
62,590
+662
+1% +$142K 1.34% 29
2020
Q4 		$13.3M Buy
61,928
+1,891
+3% +$411K 1.35% 28
2020
Q3 		$13.2M Buy
60,037
+2,694
+5% +$553K 1.53% 25
2020
Q2 		$10.6M Buy
57,343
+5,005
+10% +$918K 1.39% 33
2020
Q1 		$8.65M Buy
52,338
+4,518
+9% +$890K 1.38% 36
2019
Q4 		$9.45M Buy
47,820
+6,356
+15% +$1.26M 1.18% 39
2019
Q3 		$8.9M Buy
41,464
+1,083
+3% +$232K 1.23% 38
2019
Q2 		$8.38M Buy
40,381
+338
+0.8% +$67K 1.16% 37
2019
Q1 		$8.01M Buy
40,043
+4,404
+12% +$799K 1.16% 37
2018
Q4 		$6.33M Buy
35,639
+1,636
+5% +$290K 1.07% 35
2018
Q3 		$5.69M Sell
34,003
-1,026
-3% -$164K 0.88% 41
2018
Q2 		$5.49M Buy
35,029
+662
+2% +$107K 0.91% 41
2018
Q1 		$5.37M Buy
34,367
+1,564
+5% +$257K 0.9% 40
2017
Q4 		$5.65M Sell
32,803
-914
-3% -$153K 0.95% 37
2017
Q3 		$5.28M Sell
33,717
-45
-0.1% -$7.05K 0.92% 39
2017
Q2 		$5.17M Buy
33,762
+4,818
+17% +$696K 0.96% 39
2017
Q1 		$3.75M Buy
+28,944
New +$3.63M 0.76% 44

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Doyle Wealth Management's MCD Position: Q3 2022 in Review

Doyle Wealth Management reduced its McDonald's (MCD) stake by 0.72% in Q3 2022, selling an estimated $132K and leaving 71,303 shares worth $16.5M. The position accounts for 1.41% of the portfolio, ranked #23.

Doyle Wealth Management first reported a position in MCD in Q1 2017 and has held it in 23 quarters since. The position peaked at $18.8M in Q4 2021. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Doyle Wealth Management held 71,303 shares of McDonald's worth $16.5M as of Q3 2022.
  • Doyle Wealth Management sold 515 McDonald's shares in Q3 2022, an estimated $132K.
  • McDonald's made up 1.41% of Doyle Wealth Management's portfolio in Q3 2022, its #23 holding.
  • Doyle Wealth Management first reported a position in McDonald's in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's McDonald's position peaked at $18.8M in Q4 2021.
  • 2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.